Here
are the links to the weekly roundups, reviews and also previews of the
beginning week. Last week’s ‘Weekly Support’ is here.
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on Twitter
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Succinct summation
of week’s events
– The
Big Picture
Weekly
Market Review
– ZH
Stocks
Shrug Off Dismal Data, Hawkish Fed; 'Animal Spirits' Soar To Record High
S&P 500 Snapshot:
Another record high this week – dshort
Treasury Yields: A
Long-Term Perspective
– dshort
The S&P 500, Dow and Nasdaq Since Their 2000 Highs – dshort
Summary of valuation
indicators: market remains overvalued – dshort
U.S. Weekly
FundFlows Insight Report – Lipper
Alpha Insight
Investors
Inject $3.8 Billion into Funds for the Week
Earnings Insight
March 2
– Factset
NEXT WEEK
US Schedule for
Week
– Bill
McBride
Wall St Week Ahead – Reuters
Investors
bet Trump-fueled tech rally far from over
Weighing
the Week Ahead
– Jeff
Miller
The
economic calendar is light until the Friday employment report. Most of the
punditry are still digesting the more aggressive talk in the recent speeches
from Fed participants. With many observers expecting a correction and looking
for a catalyst, pundits will be asking: Will a more aggressive Fed derail the
rally in stocks?
EU Week Ahead – WSJ
EU
Summit, Foreign Affairs, Copyright
EcoWeek – BNP
Paribas
US: Trump has repeated his campaign
promises, but with no more detail. The prospect of a fiscal stimulus looks
further off. * France: Some growth, but little progress on structural
imbalances * Mexico: Factoring in the T factor
Week Ahead – Nordea
Slow
core inflation implies that we do not expect any changes from the ECB meeting
on Thursday. China will set the growth target for 2017, and the US job report
will take us towards the next Fed meeting.
Weekly Focus – Danske
Bank
Thu:
ECB meeting and reactions to higher inflation Fri: US jobs report to give clues
on the March hike
Strategy
–
Danske
Bank
Reflation,
Trump and European populism remain the dominant drivers of markets * The USD
and US yields should head higher near term * German yields have bottomed and
should rise in coming months * We remain bullish US equities as Trump’s policy
agenda is growth supportive despite all the noise.
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
Canada:
Bank of Canada-watcher’s wish list * US: Jobs probably won’t matter * Europe:
Is Draghi convinced? Back to balanced risk? LatAm: Inflation divergence * Asia:
Chinese fables
Weekly Market
Outlook
– Moody’s
Credit
and equities say yes to a rate hike
Macro Weekly – ABN
AMRO
People
must understand Trump sees the economy as a zero-sum game * Strong sentiment
and risky assets as much driven by profits and other fundamentals as by Trump *
Trump policies likely to push up corporate profits further in the medium term *
Macro indicators confirming recent trends * Headline inflation up, core
inflation stable in the eurozone and in the US * We now expect a Fed hike on 15
March
Speculative
Positioning
– Marc
Chandler
Speculators
Still Skeptical of the Dollar into the End of February
FX Outlook – Marc
Chandler
Dramatic
Shift in Fed Expectations Spurs Dollar Gains, but Now What?
Aurelija
Augulyte’s Weekly FX: Peak reflation – Nordea
Reflation has been a
source of optimism since last autumn. About time to fade? The ECB first hike
priced too far to hold? The USD down after Fed March hike fully priced in...